SMS for Outlook

Installation, Configuration and

Usage Guide

TxTStream SMS for Outlook – Installation Usage and Configuration

INTRODUCTION

Installing TxTStream’s SMS for Outlook is easy and will only take a

minute or two. We will be using screen shots from a Windows 10 PC

running Microsoft Outlook 2016. Windows 7 or Outlook 2013 will be very

similar.

STEP 1 : DOWNLOAD

If you have Microsoft Outlook open, close Outlook before running

through the installation.

To download the latest version, go to www.txtstrea.co.nz and click on

the links drop down at the top of the page. Click on downloads. Here is

what you will see :

Choose the correct download depending on which version of Microsoft

Outlook you are running and click on the link.

Depending on which browser you used to get to the TxTStream

Downloads page, the procedure is slightly different.

Microsoft Internet Explorer or Edge

Click on open…

TxTStream SMS for Outlook – Installation Usage and Configuration

Google Chrome

You may receive the following warning…click on the down arrow and

choose keep, then click on the downloaded file to open it…

Mozilla Firefox

Click on OK, when the following screen appears…

TxTStream SMS for Outlook – Installation Usage and Configuration

TxTStream SMS for Outlook – Installation Usage and Configuration

STEP 2 : INSTALLATION

A screen similar to the following will be displayed…

Double-click on Setup to start the installation process. Running Setup

rather than the install file (.msi) means that any required prerequisites

will be automatically installed for you.

Security warnings may be displayed while the software is installing,

similar to the one below. Simply click Accept, Run, or OK as appropriate.

If you are running on Windows 8.1 or 10, you may see an additional

warning similar to the screenshot below. If you do, click on More Info

and then Run Anyway.

TxTStream SMS for Outlook – Installation Usage and Configuration

Once the installation has started, the process will check if it needs to

download and install any other software from Microsoft to ensure your

system is compatible. Answer Accept, Run, OK or Next to complete this

process.

The Installation Wizard will display…

Click Next…

TxTStream SMS for Outlook – Installation Usage and Configuration

Click Next to select the defaults…

TxTStream SMS for Outlook – Installation Usage and Configuration

Click Next…

And you’re done! The completed installation confirmation shows…

TxTStream SMS for Outlook – Installation Usage and Configuration

And now you can restart Microsoft Outlook.

TxTStream SMS for Outlook – Installation Usage and Configuration

STEP 3 : CONFIGURATION AND USAGE

When you start Microsoft Outlook, a new menu tab will have been added

: Add-Ins. Click on this tab and then click on Send SMS to start the SMS

app.

You will see the following screen…

The first thing we need to do the first time around is enter the account

and setup information, so click on Settings. (Even before entering your

account information, you can try an Evaluation message.)

TxTStream SMS for Outlook – Installation Usage and Configuration

Account

The default value for a new installation is Evaluation. If you are trialing

TxTStream leave this field as is. If you have a TxTStream account, enter

your account number here.

Password

If you are trialing TxTStream leave this field as is. If you have entered

your account number above, enter your account password here.

Default Contacts Folder

You may change the default contacts folder that TxTStream looks at

when you click the Contacts button. Most users would accept the default

of “Contacts”

Name Prefix

TxTStream SMS for Outlook – Installation Usage and Configuration

When a text is sent, it is in the format FromName:Message. By default

the FromName is your Outlook Profile name. You may prefix the

FromName by entering characters here.

Override Default Name

This will override the name from your Outlook profile as the FromName.

For example, your Outlook profile might have a name of Joe Blogs, but

you want your Texts to come from Blogs and Co. You would enter Blogs

and Co in this field

Make sure you click on Save when done!

TxTStream SMS for Outlook – Installation Usage and Configuration

STEP 4: SENDING A TEXT

To send an SMS text message from Outlook, click the Add-Ins tab, and

then the Send SMS button.

Recipient

Enter a Mobile number in the Mobile Field and click Add Mobile. Keep

doing this for as many recipients as you require. You can also select

from your Outlook Contacts.

Note: If sending to just one mobile there is no need to add to recipients.

Just type in the number and press tab.

Message

Type the message to be sent. This is limited to 430 characters plus your

from name. A counter at the top of the message box will show you how

many characters you have left and how many SMS texts will be sent.

Send

Press the Send Message button to send your message to all the

selected recipients. If required, you can tick the Delayed Send box, and

choose a date and time in the future to send the message.

Contacts

Click on the Contacts button to select a Contact or Contacts from

Outlook. This will show a list of all your contacts that have an entry in the

Mobile Number field. Double click to add a contact to the recipients list,

or highlight and click Add.

We recommend you create a group in Outlook Contacts for frequently

texted groups of people. You could then simply add the group each time.

All editing of Contacts is done through Outlook.

TxTStream SMS for Outlook – Installation Usage and Configuration

Templates

We recommend you use Templates for frequently sent texts.

Click on the Templates button.

Enter the text for your Template under New Template Text. Enter a

name in the New Template Name field and click add.

Using a Template

1. Click on the Templates button.

2. Click on the name of the Template you created.

3. Click on Select.

The message field will now be populated with your Template message.

TxTStream SMS for Outlook – Installation Usage and Configuration

TxTStream SMS for Outlook – Installation Usage and Configuration

HELPFUL INFORMATION

Message Replies

When you send a text to a mobile phone, the recipient will be able to

reply to that message. Any reply will come back to your email and show

both the reply and original message.

Message Validity

Once a text message has been sent, the recipient has up to seven days

to reply (this is an estimate only and we cannot guarantee seven days).

If they attempt to reply after this, the message will fail to be delivered

back to you.

Sending Number

The number your texts come from (the sending number) is randomly

chosen from a pool of numbers at send time. Because of this, and the

seven day message validity – it is important that your recipients do not

add the number to their phones contacts and try to send you a message

at a later date. The message will be sent, but you will not receive it.

Message length

Messages are charged in 160 character blocks. The first block will

include the of the from name that precedes the message. You can send

up to 430 characters of typed text. TxTStream SMS for Outlook will show

you how many characters are left in the current block as per the

screenshot below.

TxTStream SMS for Outlook – Installation Usage and Configuration

TxTStream SMS for Outlook – Installation Usage and Configuration

YOUR ACCOUNT

To view and edit your account information, simply go to the TxTStream

website at www.txtstream.co.nz and click on the logins tab top right, then

click on My Account.

Enter your account number and password to login to your account area.

In the My Account section, you can:

• Access current and historical usage and financial details

• See who has been sending texts

• Create and manage sub accounts

• View Invoices

• Change your password

CONTACT TXTSTREAM

Freecall: 0800 277 272

Email: support@TxTStream.co.nz